1. Jeffrey Lycett
291 East Clubview Lane, Lehi, UT | (801) 209-1273 |lycettja@gmail.com
Dynamicbusinessmanagerwithover15 yearsof financial servicesand business experience.Proven ability to build
relationshipswithkey corporatedecision makersand clients. Expertisein businessbanking,accountmanagement,
businessto businesssales,in-depthfinancialanalysisof commercialprojects,and budgeting and salesmanagement.
FORECASTING/BUDGETING/REPORTING
Providedaily analysisof budgets, financial trends,and forecasts
Complete quantitativeanalysisand financial modelingto increaseprofitability
Support clients by developing and evaluatingshort- and long-term strategic financial objectives
FINANCIAL ANALYSIS
Assistclients with new projects by providingrecommendations for financial performanceand business opportunities
Perform scenario modelingand conductad hoc analysis
ProvideGP analysis,risk assessment,balancesheet, and profit and loss statement analysis
REGULATORY COMPLIANCE
Ensure compliancewith GAAP, federal, state, and local regulatory laws through accuratefinancial and tax reporting
Monitor and oversee all aspects of the Financeand Accounting functions
Make recommendations for reporting and financial statements management to ensure regulatory compliance
FINANCIAL ACHIEVEMENTS
#1 Commercial Lender, Western Australia,2013 and 2014
Increased portfolio by 200% in first2 years and achieved #1 in region financial markets revenue for 2009 and 2010
Australian Institute of Business | Adelaide, South Australia
Master of Business Administration with emphasis in Finance | Oct. 2016
Bachelor of Science in Business Management | Apr. 2016
Graduate Certificate in Business Management | Jul. 2015
Wells Fargo NA | Salt Lake City, UT | Oct. 2015—Present
Senior Business Relationship Manager
Manage all aspects of the customers’bankingneeds, focusingon commercial real estate and business lending
Gain a competitive advantage through coachingand training retail staff on bankingpolicy and sales
Perform detailed analysison balancesheets and profitand loss statements
Accurately prepare and submitcomplex lendingapplicationsto underwriters
Rural Bank Limited | Geraldton, Western Australia | Nov. 2012—Oct. 2015
Relationship Manager
Managed a largeagricultural lendingportfolio and reported directly to the board of directors
Increased customer servicesatisfaction by coachingand trainingthestaff on commercial lending
Prepared and submitted complex lendingapplicationsto underwriters
Performed detailed analysisof balancesheets,profitand loss statements, and budgets
EXECUTIVE SUMMARY
SKILLS
PROFESSIONAL EXPERIENCE
EDUCATION AND TRAINING
2. JeffreyLycett
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Westpac Banking Corporation | Wagga Wagga, New South Wales, Australia | Apr. 2005—Oct. 2012
Business Banking Manager/Agribusiness Manager
Maintained a network of 4 branches and 5 in store locations,providing expertisein business lending
Portfolio consisted of Agriculture,Medical,Property Development, Manufacturing,Pharmaceutical ,and Retail customers
Managed all aspects of customers’bankingneeds by providingtailored financial advicein lending and cash flowbudgeting
Sole Credit approval authority—Commercial $1,500,000;Consumer $750,000;Equipment $500,000
Commonwealth Bank of Australia | Tamworth, New South Wales, Australia | Apr. 2002—Apr. 2005
Commercial Business Manager/Business Development Executive/Business Banker
Exceeded growth targets and revenue targets and provided tailored financial advicein lendingand cash flowbudgeting
Successfully managed business bankingportfolio with clients in Agriculture,Mining,Manufacturing,Real Estate, Property
Development, Franchises,and Medical
Sole Credit approval authority—Commercial $1,000,000;Consumer $500,000;Equipment $450,000
United States Army | Goodfellow AFB, San Angelo, TX | 1988—1992
Deputy Chair Northeast Riverina Rural CounselingService| 2007—2011
Chair LockhartShire Economic Development Board | 2010—2011
Treasury Murrurundi Economic Development Board | 2003—2004
MILITARY EXPERIENCE
ASSOCIATIONS AND VOLUNTEER WORK
